For users who just started adopting EMP for the first time, there is a need to transfer all your customer information to EMP. That is when Importing Customer Records should be done prior to initiation.

...

• Customer > Maintenance > Upload Customer List
• Click on 'Browse' to search the .csv file in your computer.
• Then, click 'Submit'. If an error has occurred in the uploaded file, an error message will be displayed.
  
  

Note: Salesman have to appear in the username list. 

Image Modified

For Open Office users:

...

• These configurations are important. Users may encounter error when uploading customer records if the configuration are not done as shown.

...

New upload customer

- it will overwrite the existing customer account.
- For information needed to upload just put in as a header. It different with existing function, as for this the header is keep and we no need arrange the information according to column. It just follow the header

Wavelet _ Enterprise Management Portal.png (16.8 kB) Image Removed Ratna Rozana, 2012-12-06 07:35 AM

Wavelet _ Enterprise Management Portal1.png (266.6 kB) Image Removed Ratna Rozana, 2012-12-06 07:42 AMSave1.jpg (78.6 kB) Image Removed

 Ratna Rozana, 2012-12-06 07:46 AM

Save3.jpg (33.7 kB) Image Removed Ratna Rozana, 2012-12-06 07:50 AM

Upload Customer Listing.ods (13.6 kB) Image Removed Jia Pei Chan, 2014-03-26 04:53 PM

Upload Customer Listing.xls (11 kB) Image Removed Jia Pei Chan, 2014-03-26 04:53 PM

customer upload.jpg (297.7 kB) Image Removed Jia Pei Chan, 2014-06-09 05:45 PM